About the team

Meet Your New Financial Team

You don’t know what to do, you’re not even totally sure how much you made, and you’re mildly terrified of what you might owe. We work virtually with creative business owners who light up over their work and freak out over their numbers. The good news is that you don’t have to be a numbers person to drop the dread and feel empowered. Just knowing and understanding your numbers opens a world of possibilities.

I’m Melissa Whaley, licensed tax pro, financial strategist, bookkeeper, and California girl. I’m here to morph your panic attack into a plan of attack. Together, we’ll make sure your business runs as smoothly as a chocolate fountain and matches the stress level of a candle lit bubble bath, because lucky for you, I really like math.

I grew up in a family of business owners and have been doing taxes and accounting for over 9 years. I discovered my love for finance after I became a licensed tax preparer in 2009. When I worked for a large retail tax company, I saw that lots of people were experts in their field, but most had never been taught how to run their business’ finances.

IT DOESN'T NEED TO BE THIS WAY!We live to hear “that was painless”, “it makes so much more sense now”, and “I get it.” This is exactly how you deserve to feel as you run your business. Whether you’re brand new or have been in business for years, the bottom line is that you’re empowered, have blown stress a goodbye kiss, and feel like the boss that you are.

Angelica wears many hats right now on the team. She has always identified as a “creative” but an unexpected passion was born when she embraced that numbery, left-brain, financial side of business. She lives in Oregon and loves to sip coffee out on the deck soaking in the trees.

Ready to Work Together?

Before working with Melissa. I was pretty clueless about filing my taxes as a new freelancer, so pretty much everything — bookkeeping, taxes, accounting, etc. I feel like I have personally benefited immensely because of the new knowledge I have of taxes and bookkeeping. In turn, my business has definitely benefited. I am making steps towards improving my bookkeeping so that tax season doesn’t feel like the apocalypse. It’s ok if you don’t know what you’re doing! Melissa is definitely great at helping!

Alexa Burrel

Alexa B. Creative & Design

As a freelance designer/artist/photographer, my biggest frustration has always been tax time!!! And pretty much all things accounting/finance related… (besides actually making money, of course)! You make it easy to ask questions, learn, and go at a pace that is digestible. I feel like we’ve been friends for a long time every time we talk and I enjoy every single meeting!